About our office

The Madison team supports the wealth goals of individuals and families. We work with a wide range of clients, with varying life experiences and backgrounds. Our office has deep expertise in working with business owners, philanthropists and retirees; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you achieve the life and legacy you envision and deserve.

Meet our Private Wealth Management team

Nathan Boebel

Private Wealth Advisor

608-252-4161

Contact Nathan

Gerald Everard

Private Wealth Advisor

608-252-4158

Contact Jay

Terry Grosenheider

Private Wealth Advisor

608-252-4059

Contact Terry

Timothy Horkan

Private Wealth Consultant

608-252-4127

Contact Tim

Maureen Lokrantz

Private Wealth Advisor

608-252-4162

Contact Maureen

John Sims

Private Wealth Advisor

608-252-4225

Contact John

Michelle Slawny

Private Wealth Advisor

608-252-4153

Contact Michelle

John Sylla

Private Wealth Advisor

608-252-4288

Contact John

Engaged in our communities

U.S. Bank believes in giving back to the community. Over the past three years in Wisconsin, we’ve provided $9 million in U.S. Bank Foundation and corporate giving and 72,000 in volunteer hours. Our team is actively involved in providing support through the Wisconsin Chamber Orchestra, Wisconsin Youth Symphony Orchestra, United Way of Dane County, Downtown Madison, Inc. and others.

Community involvement

Our services

 

Insurance products are available through our affiliate U.S. Bancorp Investments.

Insights

 

Market news

Stay informed with our up-to-date reports on economic events and news from the markets.

Weekly market analysis

Business succession planning: Keeping it in the family

Planning ahead may potentially ease the transition of your family business without a major tax hit.

Read article

Strategic philanthropy: 3 steps to creating a giving plan

Meaningful giving starts with a purposeful plan.

Read article